AI浪潮下芯片市场爆发：DRAM销售额飙升，存储芯片或迎新一轮涨价潮

ITBEAR科技资讯12-07

全球半导体市场正经历一场由人工智能（AI）驱动的变革性增长。根据美国半导体行业协会（SIA）最新披露的数据，今年10月全球半导体销售额同比激增33%，达到713亿美元（约合人民币5040亿元），其中动态随机存取存储器（DRAM）销售额以90%的同比增速领跑全行业，成为拉动整体增长的核心动力。这一趋势背后，是AI技术对高性能存储芯片的爆发式需求与供应链产能调整之间的深刻矛盾。作为电子设备核心运行内存...

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increases","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNVD.UK":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVDX":0.6,"NVDD":0.6,"NVIW.SI":0.6,"NVD":0.6,"NVDU":0.6,"NVDS.UK":0.6,"NVDA":1.86,"NVDY":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"MU":1.88,"3NVD.UK":0.6},"content_text":"全球半导体市场正经历一场由人工智能（AI）驱动的变革性增长。根据美国半导体行业协会（SIA）最新披露的数据，今年10月全球半导体销售额同比激增33%，达到713亿美元（约合人民币5040亿元），其中动态随机存取存储器（DRAM）销售额以90%的同比增速领跑全行业，成为拉动整体增长的核心动力。这一趋势背后，是AI技术对高性能存储芯片的爆发式需求与供应链产能调整之间的深刻矛盾。作为电子设备核心运行内存的DRAM，其应用范围覆盖服务器、智能手机、个人电脑等高速数据处理场景。而基于3D堆叠技术的高带宽内存（HBM），作为AI算力的关键组件，正随着大模型训练和推理需求的激增而成为行业焦点。市场研究机构TrendForce指出，自今年2月以来，部分存储芯片价格已翻倍，DRAM供应商的平均库存周期从2024年底的13-17周压缩至10月的2-4周，供应紧张态势持续加剧。产能重构正在重塑市场格局。分析显示，当前全球半导体厂商正将大量晶圆产能转向HBM生产，导致标准DRAM和3D NAND的产出受限。由于新建产能需3-5年周期，预计2027年底前供需矛盾难以根本缓解。这种结构性转变直接推高了存储芯片价格，Counterpoint Research预测2026年初先进与传统存储芯片价格可能再涨20%，其中DRAM均价上涨压力尤为显著。行业巨头已开始战略调整。美光科技近日宣布退出消费级零售市场，将库存销售至2026年2月末后全面转向AI数据中心领域。该公司首席商务官Sumit Sadana坦言，AI驱动的内存需求激增迫使企业优先保障战略客户供应。这一决策在消费市场引发连锁反应：作为全球第三大DRAM供应商和NAND闪存市场13%份额持有者，美光的退出使PC组装商失去重要品牌选择，三星、SK海力士等厂商也因聚焦高利润领域而放缓产能扩张。需求端分化加剧供应压力。英伟达GB200芯片单颗GPU配备192GB内存，谷歌Ironwood TPU和AMD MI350芯片分别需求192GB和288GB高带宽内存，而主流笔记本电脑仅配置16GB内存。这种技术代差促使厂商将有限产能向AI数据中心倾斜，传统消费电子市场面临双重挤压。TrendForce警告，随着买方维持高库存策略，2026-2027年实际采购量可能远超预测值，导致PC、智能手机等终端设备的DRAM分配量进一步收缩。成本传导效应已开始显现。智能手机行业率先感受到冲击，Realme印度首席营销官Francis Wong透露，存储成本涨幅创智能手机诞生以来新高，可能迫使企业在2026年6月前提价20%-30%。贝恩咨询分析师汉伯里指出，零部件成本上涨的影响可能快速显现，且明年涨幅存在扩大风险。这场由AI引发的存储芯片争夺战，正在重塑全球半导体产业链的价值分配格局。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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